Articles By Bill Broich

Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.
February 1, 2019

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Make your IRA your bank when expanding your business, self-service It is a natural tendency to keep savings, investments and business matters separate. To this end, the IRS has strict. . .

January 31, 2019

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Variable annuities bring many advantages to the table for investors looking for a secure and high value investment, especially for those concerned about a steady post retirement income. But with. . .
January 31, 2019

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When is an egg not an egg? Often, we hear about annuities and how many fees are “hidden” within them. So why would anyone consider an annuity? Annuities come in. . .

January 31, 2019

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Our product has evolved into the mainstream (or vice versa) of important retirement planning. It now offers guaranteed income riders that have changed the way retirement is planned. And yet,. . .

January 31, 2019

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Can you trust your heirs with a large lump sum of money as an inheritance? Need income and want to provide for your heirs? Here is a simple method of. . .

January 31, 2019

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Gold!  Owning it can create confidence as long as you know the Pros and Cons Throughout history, gold has easily been the most alluring of possessions. For almost ten millenniums,. . .

January 31, 2019

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Joint ownership can be helpful as well as hurtful Joint Ownership: Does it make sense for you? Joint ownership of assets is a way for two or more people to. . .

January 31, 2019

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Does the American Dream still exist for most Americans? Over the past 25 years, the net worth of U.S. households headed by an individual 34 years old or under was. . .

January 31, 2019

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Leasing or purchasing, which makes more sense? Leasing required equipment to start a small business is a relatively attractive option as compared to an outright purchase. Leasing equipment provides additional. . .

January 28, 2019

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If you have an older annuity it is still possible you may also have an annuity with a surrender penalty in place. How do you move your money to a. . .

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